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Vertex Pharmaceuticals Incorporated Message Board

rojospan 18 posts  |  Last Activity: Jan 22, 2015 11:15 PM Member since: Oct 12, 2010
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  • JNJ and VRTX have started phase II b of VX 787 alone and with Tamiflu and study will have 500 patients for Influenza A. As I have always stated this is a big drug and VRTX took only 30 million up front and I don't know the details with JNJ but I am hoping to see royalties in double digit %. Flu vaccine was a failure this year and CDC reported only 23% effectiveness. VX 787 works against H1 N1 and is a protease inhibitor and was discovered through HTS like CF compounds. News Week article about Tamiflu is worth reading in order to realize the market potential of VX 787.
    Dr. Jeff Leiden has mentioned Dr. Altshuler name in J.P Morgan and they are right on the money, gene editing and inhibition are the near future medicines and good to see VRTX hiring and developing team for this innovation. I do see VRTX patents on compounds for glucokinase regulatory protein gene ( T2DM). I hope Vx 509/ Decernotinib could be moved into phase III for RA. VRTX has never released the MRI joint and synovial biopsy data from phase II which is very key in moving forward.

  • Drug companies should stop their drug manufacturing in India for clinical trials and for future marketing because by disclosing the chemical composition of their crude drug material for bulk manufacturing, they let Indian generic drug makers know their formulation even before drug is in phase II and III, nor approval from FDA. I sincerely feel it is unfair to US drug makers and this is their patent protection violation of International law.

  • Buyout this year other wise 20 B company in 3 years.

  • Reply to

    PTLA

    by rojospan Oct 20, 2014 7:01 PM
    rojospan rojospan Jan 10, 2015 12:21 AM Flag

    Andexanet alpha passed Xarelto reversal trial. stock up 7%. Very low volume and very low beta stock.
    Edoxaban passed FDA today, so improves market potential of Andexanet alpha.
    Apex trial results June-Sep 2015 for Bettrixaban and DVT.

  • rojospan by rojospan Jan 3, 2015 1:09 AM Flag

    I view it not less than $70. Timing of announcement makes me believe that data is positive. Study has been run in mass general and mayo clinic so studies will be credible and Wall Street is going to reward.

  • Reply to

    Diabetes and gene base therapies

    by rojospan Dec 18, 2014 9:16 AM
    rojospan rojospan Dec 30, 2014 12:45 PM Flag

    I went totally wrong when last year I thought VRTX will at least look into VX 765 and AIDS. There is no cure for HIV and Protease inhibitors and other drugs only contained the disease and virus still lives in reticuloendothelial system. Unmet medical area but no click I guess.
    David Altshuler is too much into diabetes and logically it will make sense that his experience is used in this field to find novel therapies to halt and reverse DM and its consequences.
    NEJM has 2 articles I like about doctor Altshuler and his work. NEJM Nov 20, 2008. 359: 2220-2232.
    NEJM: July 20, 2006. Glucokinase regulatory protein gene could be a potential target but this area is complex.
    Happy new year to all the longs.

  • Safety needed to be establish first.

  • SCL30A8 is a drug target for treatment of DM II, just like PCSK9 for new hypercholestrolemia drugs from REGN and AMGN, The selection of a new CSO make me believe that VRTX is about to enter a new era of gene therapy and genetic targeting of diseases especially Diabetes. CFO has mention gene therapy in his last two conference calls. VRTX is a screaming buy in my opinion.

  • rojospan by rojospan Dec 15, 2014 9:36 AM Flag

    VRTX has no choice but to go on for a hot race in CF gene therapy.

  • rojospan by rojospan Dec 5, 2014 10:49 PM Flag

    I have feeling that a partnership is coming. Decernotinib data in Rheumatoid arthritis is roburst and drug is not inferior to Tofacitinib. VRTX should not ignore a future market of 18 B. VRTX is doing an extension safety study that will end in Oct 2015. Patient deaths in rheumatoid arthritis is not an unexpected event and CHF is expected in this age group. Old saying is that if you run a hair growing tonic trial, you will find white hair patients in addition to bald ones. Lets see what companies will shine out from ASH. I like ATR inhibitor and it seems to be very very potent in killing cancer cells.

  • Reply to

    Resurrection of Incivek

    by thirdmeinvestor Nov 23, 2014 1:04 AM
    rojospan rojospan Nov 23, 2014 2:56 AM Flag

    Santaris Pharma published ( NEJM) their drug results in 05/2013 i.e Miravirsen and my understanding is that project has Roche backing. They are doing phase II now in liver transplant patients. JNJ has killed Incivek market with a better partner drug and have taken over 787 along with Alios. Conducting VX 135 in Maldives was a mistake. Lot of corruption there. RGLS is at least 3 year behind Santaris.

  • If 10% of the company revenues ( say company) can be sold for 3.3 B plus another 400 million form an unknown source i.e total 3.7 B, the entire company revenue ( say company) can be sold/ worth close to 37 B and NOT 27 B.

  • rojospan by rojospan Nov 19, 2014 11:10 PM Flag

    does cff still ownes their rights for this drug? if yes, royality pharma is cooked.

  • VX 787 has been donated to JNJ for peanuts. What JNJ has done for VRTX or for any other bio pharma?

  • Perosphere pharma publishes PER 977 in NEJM its antidote for endoxaban ( factor X a inhibitor reveral drug) and data is superb. Too bad for Andexanet alfa. 11/05/2014 NEJM online.

  • rojospan by rojospan Nov 6, 2014 7:52 PM Flag

    margin call unfortunately.

  • rojospan by rojospan Nov 3, 2014 10:18 PM Flag

    PI3K inhibitor will starts phase 1 shortly for hematological and solid tumor. Drug target is similar to GILD Idelalisib which already has been approved and marketed. " we are drug company for rare diseases, First and Best in class". NVS and MRK has several compounds in pipeline.
    Our "cashier" has also been awarded with more stock options today so he could sell them on the top price when VX 661 data will be revealed and this time VRTX will be competing and killing its own market with its own CF drug. No need for Pharmasset or GILD. Another drug company has got the patent for d-ivacaftor and sure by chance that guy used to work for VRTX in 2005. Amazing!

  • rojospan by rojospan Oct 28, 2014 7:43 PM Flag

    symbol instead if VRTX is a better representation of this stock. I am not sure if I would have believed on VX 135 hepatic toxicity data coming from a Maldives study and dumps the entire Hep C franchise. As I expected JNJ jumped on Alios ship in no time. CC boring and non-productive.

VRTX
125.57-1.73(-1.36%)Jan 23 4:00 PMEST

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